ClientWise is the premier executive and business coaching firm working exclusively with financial professionals. Settled at New York, USA. They specialize in helping clients optimize growth and maximize revenue by engaging as a knowledgeable partner in accomplishing specific and significant business results. Our full-serviceTheir coaching programs empower financial advisors, wholesalers, managers and executives to enhance performance through customized, action-oriented solutions based on each client’s specific vision and situation. Drawing from an in-depth knowledge of the financial industry, ClientWise’s mission is to professionally develop industry leaders and consistently raise the bar for industry service. Simply put, ourtheir singular focus is to help you get clear, get focused, and get results.
As per client requirement, below are business needs:
To create corporate web content management solution.
Easy navigation for visitors
Ease of maintenance for content managers
Sales force integration for managing CRM.
Blog for posting an articles related to business coaching and financial services
Newsletter subscription for getting updates
Demographic Data driven website which can build –
Customer Driven Approach
Ease of Customer Interaction
Prospective clients can learn about business coaching and financial services
Development Process We Follow
Our design process follows a proven approach. We begin with a deep understanding of your needs and create a planning template.